+4,782.6%
DELL vs SCHD
+235.4%
+4,547.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.2% |
| 7D | +8.7% | -2.6% | +11.4% | +11.7% |
| 30D | +16.9% | -0.3% | +17.2% | +17.0% |
| 3M | +40.4% | +6.1% | +34.3% | +30.6% |
| 6M | +267.1% | +11.7% | +255.4% | +223.0% |
| YTD | +329.1% | +26.3% | +302.8% | +232.1% |
| 1Y | +346.9% | +28.8% | +318.2% | +238.4% |
| 3Y | +696.6% | +55.0% | +641.6% | +395.8% |
| 5Y | +1,106.2% | +60.0% | +1,046.2% | +641.2% |
| 10Y | +4,177.7% | +243.1% | +3,934.6% | +1,181.1% |
| All | +4,782.6% | +235.4% | +4,547.2% | +1,397.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SCHD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling